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Gurus
Event Driven
TWIN SECURITIES, INC. (Data extracted from 13F, 13D, 13G and Form 4)

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TWIN SECURITIES, INC.

AUM: $224.33 M

13-F Portfolio Value: $206.10 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 97.61%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
EA	ELECTRONIC ARTS INC	44.21%	446,948	$91,119,289	207,112	86.36%	$203.87	13F
WBD	WARNER BROS DISCOVERY INC	17.32%	1,299,915	$35,695,666	184,926	16.59%	$27.46	13F
CWAN	CLEARWATER ANALYTICS HLDGS I	13.36%	1,164,090	$27,530,728	1,114,776	2260.57%	$23.65	13F
HOLX	HOLOGIC INC	6.57%	179,036	$13,533,331	94,523	111.84%	$75.59	13F
KVUE	KENVUE INC	4.02%	480,517	$8,284,113	74,934	18.48%	$17.24	13F
MANU	MANCHESTER UTD PLC NEW	0.12%	14,920	$250,954	350	2.4%	$16.82	13F